Atherton Lane Advisers’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Atherton Lane Advisers’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$265K	Sell	7,825 -630	-7%	-$21.9K	0.02%	196
2015 Q3	$281K	Hold	8,455	–	–	0.02%	188
2015 Q2	$307K	Sell	8,455 -3,600	-30%	-$126K	0.02%	185
2015 Q1	$404K	Sell	12,055 -12,900	-52%	-$419K	0.02%	181
2014 Q4	$837K	Sell	24,955 -4,565	-15%	-$149K	0.05%	141
2014 Q3	$942K	Buy	29,520 +3,950	+15%	+$128K	0.05%	122
2014 Q2	$855K	Buy	+25,570	New	+$834K	0.05%	126

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Atherton Lane Advisers's KBE Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR S&P Bank ETF (KBE) stake by 7.5% in Q4 2015, selling an estimated $21.9K and leaving 7,825 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #196.

Atherton Lane Advisers first reported a position in KBE in Q2 2014 and has held it in 7 quarters since. The position peaked at $942K in Q3 2014. 151 funds tracked by Wall St. Rank hold KBE as of Q4 2015.

Atherton Lane Advisers held 7,825 shares of State Street SPDR S&P Bank ETF worth $265K as of Q4 2015.
Atherton Lane Advisers sold 630 State Street SPDR S&P Bank ETF shares in Q4 2015, an estimated $21.9K.
State Street SPDR S&P Bank ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #196 holding.
Atherton Lane Advisers first reported a position in State Street SPDR S&P Bank ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's State Street SPDR S&P Bank ETF position peaked at $942K in Q3 2014.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.